Event Planner: Customer Search Screen
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Revision as of 16:33, 3 November 2011
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This feature is available in FTD Mercury X3 Fall. This information is for beta software and is subject to change prior to release. |
If you have selected to use an existing house account for your event in the Accept Proposal screen, you can click the search button (...) to open the Customer Search screen. From this screen, you can search for existing house accounts by customer name, account ID, phone number, or email address. Once you have found the account you want to use, click on the customer's name in the results list. You will be returned to the Accept Proposal screen with information filled in.
